SCP

Siena Capital Partners’s WSFS Financial WSFS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.41M	Hold	43,819	–	–	0.7%	62
2025 Q1	$2.27M	Hold	43,819	–	–	0.68%	64
2024 Q4	$2.33M	Hold	43,819	–	–	0.64%	66
2024 Q3	$2.23M	Hold	43,819	–	–	0.64%	70
2024 Q2	$2.06M	Hold	43,819	–	–	0.68%	66
2024 Q1	$1.98M	Hold	43,819	–	–	0.66%	67
2023 Q4	$2.01M	Hold	43,819	–	–	0.63%	68
2023 Q3	$1.65M	Hold	43,819	–	–	0.59%	68
2023 Q2	$1.65M	Hold	43,819	–	–	0.59%	69
2023 Q1	$1.65M	Hold	43,819	–	–	0.6%	67
2022 Q4	$1.99M	Hold	43,819	–	–	0.68%	65
2022 Q3	$2.04M	Hold	43,819	–	–	0.69%	64
2022 Q2	$1.76M	Hold	43,819	–	–	0.6%	71
2022 Q1	$2.04M	Sell	43,819 -25,492	-37%	-$1.19M	0.63%	67
2021 Q4	$3.47M	Hold	69,311	–	–	1.06%	35
2021 Q3	$3.56M	Hold	69,311	–	–	1.12%	31
2021 Q2	$3.23M	Hold	69,311	–	–	1.04%	38
2021 Q1	$3.45M	Hold	69,311	–	–	1.22%	26
2020 Q4	$3.11M	Hold	69,311	–	–	1.24%	21
2020 Q3	$1.87M	Hold	69,311	–	–	0.94%	42
2020 Q2	$1.99M	Buy	+69,311	New	+$1.99M	0.93%	41